About Pinnacle

Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

What sets Pinnacle apart?

Fi ● du ● ci ● ar ● y – Pinnacle is held by law to a fiduciary standard and occupies a position of special trust and confidence when working with a client. As a fiduciary, Pinnacle is required to act with undivided loyalty to the client. This includes disclosure of how Pinnacle is to be compensated.

Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States.  William D. Heichel founded Pinnacle’s predecessor company, Lifetime Planning, Inc., in 1980 and founded Pinnacle in 1998.  Pinnacle’s staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, QPFC, AIF®, CDFA and over 200 years of Wealth Management experience, delivering high quality wealth management services to its clients.

This year, Pinnacle has grown its staff to 26 dedicated team members in four office locations: Mansfield, Medina & Columbus, Ohio and St. Petersburg, Florida.  Pinnacle's experienced wealth management teams advise on over $1.5 Billion in client assets with an average of $2 Million per client family relationship. However, Pinnacle has designed wealth management programs to serve many different types of clients from those just starting to grow their assets to those only needing retirement projection assistance!  Pinnacle proudly serves over 730 client families in 34 states and Puerto Rico.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION

Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Pinnacle is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Pinnacle did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Pinnacle by any of its clients.  ANY QUESTIONS: Pinnacle’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

  • Financial Advisory Magazine Methodology: RIA firms applied for consideration to be included in the 2020 Financial Advisor RIA Rankings. To be eligible for the ranking, firms must be independent RIAs that file their own Form ADV statement with the SEC and provide financial planning and related services to individual clients. There are no fees or other considerations required of RIAs that are included in the FA 2020 RIA Ranking.  To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets under management as of 12/31/19 to be included in our print edition of Financial Advisor Magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC.
  • Financial Times Magazine Methodology:https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de56
  • AdvisoryHQ Methodology: AdvisoryHQ uses a multi-step methodology for identifying and ranking companies. In fact, most firms do not even realize that they are being reviewed until after the ranking has been published to the public. Click here for details https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/